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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Taylor Morrison Home (TMHC) investor relations material
Taylor Morrison Home Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary23 Jul, 2025
Executive summary
Delivered 3,340 homes in Q2 2025, up 4% year-over-year, with revenue of $2.0–$2.03B and an average price of $589,000 (down 2%).
Net income for Q2 was $193.6–$194M ($1.92 per diluted share); adjusted net income was $204M ($2.02 per share).
Net sales orders declined 12% year-over-year, with a 2.6 monthly absorption pace and a 14.6% cancellation rate.
Spec sales reached 71%, impacting gross margin due to lower margins on spec homes.
Maintained a diversified product portfolio and expanded digital and build-to-rent channels.
Financial highlights
Adjusted home closings gross margin was 23.0%, with GAAP gross margin at 22.3%; both down year-over-year.
SG&A expense as a percentage of home closings revenue was 9.3%, a 90 bps improvement year-over-year.
Financial services revenue was $53M with a gross margin of 51.1%, up from $49M and 42.5% a year ago.
Return on equity reached 15.5% on a trailing twelve-month basis.
EBITDA for Q2 2025 was $304.8M; adjusted EBITDA was $326.4M (16.1% of revenue).
Outlook and guidance
Full-year 2025 home closings expected at 13,000–13,500, with an average closing price of $595,000–$600,000.
Q3 2025 home closings expected at 3,200–3,300, average price ~$600,000, and GAAP gross margin near 22%.
Adjusted home closings gross margin guidance at ~23% for the year; SG&A ratio projected in the mid-9% range.
At least $350M in share repurchases planned for 2025.
Sufficient liquidity and capital resources anticipated for operational and investment needs.
Why did net sales orders decline 12%?
Explain the bias between pace and price.
Detail land spend allocation in Q2 2025.
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Next Taylor Morrison Home earnings date
Q3 202522 Oct, 2025
Next Taylor Morrison Home earnings date
Q3 202522 Oct, 2025
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Frequently asked questions
Taylor Morrison Home Corporation is a homebuilding company engaged in the design, construction, and sale of single-family and multifamily residences. It operates across several U.S. states and serves a broad customer base including first-time, move-up, and active adult homebuyers. The company also provides financial services related to mortgages and title insurance. It is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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